> ## Documentation Index
> Fetch the complete documentation index at: https://support.dripos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Report Settings

## PIN Protect Reports

🔑 Require an employee PIN to access reports

<Accordion title="Enable PIN Protection for Reports">
  <Steps>
    <Step title="Navigate to Employee Management Shop Settings">
      On the **Dashboard** click the **Settings** icon > **Settings** > **Employee Management**

      <Frame>
        <img src="https://mintcdn.com/frostbytetechnologiesinc/wCUzhnN5fuj5BySZ/images/orders/pin1.png?fit=max&auto=format&n=wCUzhnN5fuj5BySZ&q=85&s=769a139c5268cd8320c508f4503350f9" width="2936" height="1546" data-path="images/orders/pin1.png" />
      </Frame>
    </Step>

    <Step title="">
      Press **Edit** next to **PIN Protection Settings**

      Enable PIN protection on **Reports**:

      <Frame>
        <img src="https://mintcdn.com/frostbytetechnologiesinc/wCUzhnN5fuj5BySZ/images/orders/pin4.png?fit=max&auto=format&n=wCUzhnN5fuj5BySZ&q=85&s=9798b90eb9d10afe59d251c9adfad5d7" width="1570" height="1420" data-path="images/orders/pin4.png" />
      </Frame>
    </Step>

    <Step title="">
      If enabled, an employee with sufficient permissions will have to input their pin to view Reports page.

      <Frame>
        <img src="https://mintcdn.com/frostbytetechnologiesinc/wCUzhnN5fuj5BySZ/images/orders/pin3.png?fit=max&auto=format&n=wCUzhnN5fuj5BySZ&q=85&s=b9fb582a316e8b35fcd6b64954c07fa8" width="2022" height="1452" data-path="images/orders/pin3.png" />
      </Frame>
    </Step>

    <Step>
      Specific employees will need to be given adequate permissions for their PIN to allow them access to reports.

      <Tip>Learn more about granting employee permissions [here](/team/setup/setup-permissions#reports).</Tip>
    </Step>
  </Steps>
</Accordion>

***

## Reporting Methods

Reports can be structured to report sales in two different ways:

* **Time of Payment**: Sale will be reported at the time an order's payment is processed. *i.e., a customers orders a sandwich at the register and pays with card to complete the transaction*

* **Date of Goods Given to Customers**: Sale will be reported when the product is given to the customer, *i.e., an invoice is created for a large order, the customer receives the goods on 6/1/25 and pays for the goods on 6/5/25. The sale will be reported on 6/1/25*

<Frame caption="On the Dashboard click the Settings icon > Settings > Reports > Edit to change the reporting method">
  <img src="https://mintcdn.com/frostbytetechnologiesinc/tyTkA1Oqpp07KNXm/images/orders/reportset.png?fit=max&auto=format&n=tyTkA1Oqpp07KNXm&q=85&s=cf0e942e1eb60d75eeed53fcbe5ec657" width="2985" height="1362" data-path="images/orders/reportset.png" />
</Frame>

***

## Daily Insights Email

Subscribe to receive a daily insights report of your shop's sales and activity.

<video autoPlay muted loop playsInline className="w-full h-auto" src="https://mintcdn.com/frostbytetechnologiesinc/Q3wq0FmCbBn5Z8Wt/images/orders/Daily%20Insights%20Report.mp4?fit=max&auto=format&n=Q3wq0FmCbBn5Z8Wt&q=85&s=7a3b01625ff1ac65669c041ad9b25467" data-path="images/orders/Daily Insights Report.mp4" />

<Frame caption="On the Dashboard click the Settings icon > Settings > Reports > Edit to enable daily insight emails and the recipient address">
  <img src="https://mintcdn.com/frostbytetechnologiesinc/tyTkA1Oqpp07KNXm/images/orders/reportset.png?fit=max&auto=format&n=tyTkA1Oqpp07KNXm&q=85&s=cf0e942e1eb60d75eeed53fcbe5ec657" width="2985" height="1362" data-path="images/orders/reportset.png" />
</Frame>

***
